Institutional Ownership Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY). We have compiled data on the 4,553 institutions that hold shares in the stock, with a total of 593 Million shares, which have been reported (via 13F filing form) to have a value of $351 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
3,580
shares
|
$2.12 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
3,579
shares
|
$2.12 Million
0.37% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 14, 2024 Q3 2024 |
3,579
shares
|
$2.12 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
3,579
shares
|
$2.12 Million
1.43% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
3,575
shares
|
$2.11 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.43%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
3,571
shares
|
$2.11 Million
0.24% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
3,558
shares
|
$2.1 Million
1.84% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,550
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
3,549
shares
|
$2.1 Million
0.48% of portfolio
|
Q4 2023
Added 47.08%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
3,549
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,548
shares
|
$2.1 Million
0.42% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
3,535
shares
|
$2.09 Million
0.76% of portfolio
|
Q2 2022
Added 0.11%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
3,534
shares
|
$2.09 Million
0.26% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
3,533
shares
|
$2.09 Million
5.0% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
3,533
shares
|
$2.09 Million
0.89% of portfolio
|
Q3 2024
Added 48.2%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
3,528
shares
|
$2.09 Million
0.2% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Ardmore Road Asset Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,528
shares
|
$2.09 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
3,524
shares
|
$2.08 Million
0.5% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
3,513
shares
|
$2.08 Million
0.24% of portfolio
|
Q3 2024
Added 555.41%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
3,505
shares
|
$2.07 Million
0.98% of portfolio
|
Q3 2024
Added 82.46%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
3,504
shares
|
$2.07 Million
0.46% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
3,485
shares
|
$2.06 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
3,484
shares
|
$2.06 Million
1.03% of portfolio
|
Q3 2024
Reduced 12.92%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
3,483
shares
|
$2.06 Million
0.54% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
3,482
shares
|
$2.06 Million
1.33% of portfolio
|
Q3 2024
Added 5.48%
|